Financial Planning

Using WealthPath ~ Financial Planning

A financial plan provides you with a comprehensive assessment of your financial situation and helps you determine if your existing investment strategy is in line with your goals.  Avoid taking that risk of outliving your money!

Working with the BMO Nesbitt Burns sophisticated planning software WealthPath, we are able to provide our clients with a customized, easy to understand road map to achieving their retirement income goals. While no one can predict the future, this program can help to make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement income, or how much money you will need to save to reach your retirement goals. Most importantly you will have information necessary today to allow you to chart your course to financial success.

We feel financial freedom should be everyone's goal! It means having enough money saved to know you can do whatever you want without ever having to worry about what happens next.